Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test
New York, Feb 7, 2026, 12:51 EST — Market closed. Space and defense names trading in the U.S. finished in the green Friday. The market’s focus, though, has shifted—earnings aren’t the spark this time, nor is fresh demand for missiles. Instead, investors are eyeing an upcoming Pentagon list that threatens to restrict buybacks and dividends for contractors failing to meet delivery targets.